Page 1 - How do I Create and Run Private Reports

How do I Create and Run Private Reports?

How do I Create and Run Private Reports?

You can use the standard nVision public reports as templates to create private report requests.

Overview

The process is a simple 4-step process, and you need to do it only once for each private report you want to run:

1. Select the public report you want to use as the template for your private report.
2. Clone it and give it a name that will be easy for you to find in the future.
DO NOT SECURE THE PUBLIC REPORT USED FOR CLONING – THIS ACTION RESULTS IN THE REPORT BECOMING UNAVAILABLE FOR ALL
OTHER USERS TO UTILIZE IN THE CLONING PROCESS
3. Open the clone.
4. Change the Access Mode from Public to Secured and save the report. You now have your
private report clone that will not be overwritten when you run it.

Creating a Private Report

You should do your reporting from the Compass Reporting environment (RPT). Remember, your report output will remain in Report Manager for 90
days, not just a single day.
Use the following instructions to create a private report request.

Navigation

Navigator > Reporting Tools > PS/nVision > Define Report Request

The Find an Existing Value tab displays

1. Complete the business unit field.

2. Search.
1 A list of reports for the selected business unit
displays.

2

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Emory Confidential and Proprietary Last Revised on 2/7/2018 Return to Table of Contents